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J.W. Cole Advisors’s Public Storage PSA Stock Holding History

J.W. Cole Advisors’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
4,411
+94
+2% +$28.8K 0.02% 632
2026
Q1 		$1.17M Buy
4,317
+407
+10% +$117K 0.04% 346
2025
Q4 		$940K Sell
3,910
-1,064
-21% -$298K 0.02% 652
2025
Q3 		$1.44M Buy
4,974
+1,816
+58% +$521K 0.03% 594
2025
Q2 		$927K Buy
3,158
+281
+10% +$83.2K 0.02% 694
2025
Q1 		$861K Buy
2,877
+916
+47% +$274K 0.03% 587
2024
Q4 		$587K Buy
1,961
+5
+0.3% +$1.66K 0.02% 556
2024
Q3 		$712K Hold
1,956
– – 0.03% 481
2024
Q2 		$563K Buy
1,956
+65
+3% +$17.9K 0.03% 499
2024
Q1 		$542K Buy
1,891
+16
+0.9% +$4.59K 0.03% 513
2023
Q4 		$572K Buy
+1,875
New +$498K 0.03% 449
2023
Q2 		– Sell
-1,396
Closed -$422K – 805
2023
Q1 		$422K Buy
1,396
+17
+1% +$5K 0.03% 485
2022
Q4 		$386K Sell
1,379
-123
-8% -$35.9K 0.03% 481
2022
Q3 		$440K Buy
1,502
+1
+0.1% +$325 0.04% 425
2022
Q2 		$469K Sell
1,501
-91
-6% -$31.5K 0.04% 423
2022
Q1 		$621K Buy
1,592
+168
+12% +$61K 0.04% 393
2021
Q4 		$534K Buy
+1,424
New +$476K 0.03% 444
2020
Q4 		– Sell
-2,463
Closed -$549K – 828
2020
Q3 		$549K Buy
+2,463
New +$503K 0.04% 400

Other funds holding PSA

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

J.W. Cole Advisors's PSA Position: Q2 2026 in Review

J.W. Cole Advisors increased its Public Storage (PSA) stake by 2.2% in Q2 2026, buying an estimated $28.8K and bringing the position to 4,411 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #632.

J.W. Cole Advisors first reported a position in PSA in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.44M in Q3 2025. 290 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • J.W. Cole Advisors held 4,411 shares of Public Storage worth $1.4M as of Q2 2026.
  • J.W. Cole Advisors bought 94 Public Storage shares in Q2 2026, an estimated $28.8K.
  • Public Storage made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #632 holding.
  • J.W. Cole Advisors first reported a position in Public Storage in Q3 2020 and has held it in 18 quarters since.
  • J.W. Cole Advisors's Public Storage position peaked at $1.44M in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.